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FIDUCIARY FINANCIAL GROUP, LLC: DFAX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIDUCIARY FINANCIAL GROUP, LLC on DFAX, newest first. How the timeline and the estimate are built.

FIDUCIARY FINANCIAL GROUP, LLC held 47,712 DFAX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 47,712 shares
    Change vs previous 13F +118 shares

    0.21% of the 13F portfolio, value $1,766,298.

    13F-HR 0001754960-26-000845 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 47,594 shares
    Change vs previous 13F +1,416 shares

    0.2% of the 13F portfolio, value $1,753,363.

    13F-HR 0001754960-26-000471 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 46,178 shares
    Change vs previous 13F +2,261 shares

    0.21% of the 13F portfolio, value $1,568,667.

    13F-HR 0001754960-26-000225 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 43,917 shares
    Change vs previous 13F -672 shares

    0.2% of the 13F portfolio, value $1,437,403.

    13F-HR 0001754960-26-000021 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 44,589 shares
    Change vs previous 13F -7,839 shares

    0.22% of the 13F portfolio, value $1,399,203.

    13F-HR 0001754960-25-000648 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 52,428 shares
    Change vs previous 13F +9,399 shares

    0.28% of the 13F portfolio, value $1,540,859.

    13F-HR 0001754960-25-000315 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 43,029 shares
    Change vs previous 13F +405 shares

    0.23% of the 13F portfolio, value $1,058,513.

    13F-HR 0001754960-25-000185 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 42,624 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,045,993.

    13F-HR 0001754960-25-000008 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).